Goals, Supported

Every Client is Unique

We base each client family’s strategy on their integrated goals, customizing and executing on their solution to meet their diverse and evolving needs through their life stages and future generations.

Multigenerational Perspective

As a multifamily office, we see similar issues develop over the lifecycle of a family, especially those operating a private family business. With our experience and knowledge base, we can support families by anticipating challenges of each successive generation and delivering creative services to help them grow and prosper year to year. We work with families to develop structure to help leverage past successes to foster future growth, including family bank, external investment board, and/or annual family meetings.

Family Consensus

We understand the complexities of coordinating different perspectives, opinions, expectations – and schedules – to bring a family to consensus. We have the knowledge, skills, and practices to efficiently and effectively develop and deliver on solid, smart solutions that stand the test of time. We work with family members individually and in groups so everyone remains an engaged, informed contributor.

Depth of Relationship

Gaining insight into a family’s financial wealth and values is central to their success. By having a 360-perspective of their situation and expectations, we can properly anticipate and address any challenges and opportunities they may face. Helping them manage their everyday lives, in addition to managing their wealth, creates a level of comfort, integra- tion, and advocacy across all the family needs. By establishing client trust in both our advice and execution, we are often their first call to address a host of matters, from insurance to real estate.

Family-Centric Team

Believing the best decisions are based on accurate, up-to-date, and complete information, we meet regularly with our client families to maintain a comprehensive understanding of their evolving needs and situation. We focus on a small, select group of families and maintain a very high ratio of employees to client families to sustain strong connections. We maintain ongoing contact so both our firm and our clients are well-prepared to make informed decisions. Our team of diverse experts works together to provide individualized perspective and recommendations, and to execute the family’s strategy to help them capture opportunity and gain peace of mind.